7,750 Shares in Analog Devices, Inc. $ADI Bought by Gunderson Capital Management Inc.

Gunderson Capital Management Inc. bought a new position in Analog Devices, Inc. (NASDAQ:ADI) during the 4th quarter, Holdings Channel.com reports. The institutional investor bought 7,750 shares of the semiconductor company’s stock, valued at approximately $2,102,000.

A number of other hedge funds also recently added to or reduced their stakes in ADI. Brighton Jones LLC boosted its stake in Analog Devices by 39.5% during the 4th quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock valued at $397,000 after purchasing an additional 529 shares during the period. Sivia Capital Partners LLC increased its stake in shares of Analog Devices by 36.0% in the second quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock valued at $417,000 after purchasing an additional 464 shares during the period. J.W. Cole Advisors Inc. raised its holdings in shares of Analog Devices by 5.3% during the second quarter. J.W. Cole Advisors Inc. now owns 1,716 shares of the semiconductor company’s stock valued at $408,000 after buying an additional 87 shares during the last quarter. M&T Bank Corp raised its holdings in shares of Analog Devices by 4.1% during the second quarter. M&T Bank Corp now owns 421,252 shares of the semiconductor company’s stock valued at $100,267,000 after buying an additional 16,511 shares during the last quarter. Finally, Beacon Pointe Advisors LLC boosted its position in shares of Analog Devices by 3.0% during the second quarter. Beacon Pointe Advisors LLC now owns 10,533 shares of the semiconductor company’s stock worth $2,507,000 after buying an additional 308 shares during the period. 86.81% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of equities analysts recently issued reports on ADI shares. Citigroup reissued a “buy” rating on shares of Analog Devices in a report on Thursday, February 19th. Bank of America lifted their target price on Analog Devices from $320.00 to $350.00 and gave the company a “buy” rating in a research note on Wednesday, January 21st. TD Cowen reiterated a “buy” rating on shares of Analog Devices in a research report on Thursday, February 19th. Arete Research raised Analog Devices from a “neutral” rating to a “buy” rating and set a $389.00 price target for the company in a research note on Monday. Finally, Jefferies Financial Group reissued a “buy” rating and set a $410.00 price target on shares of Analog Devices in a report on Thursday, February 19th. Three research analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus target price of $367.81.

Insider Buying and Selling at Analog Devices

In other Analog Devices news, SVP Martin Cotter sold 10,000 shares of the company’s stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $278.44, for a total value of $2,784,400.00. Following the completion of the sale, the senior vice president directly owned 49,664 shares of the company’s stock, valued at approximately $13,828,444.16. This represents a 16.76% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CAO Michael Sondel sold 4,199 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $361.02, for a total transaction of $1,515,922.98. Following the transaction, the chief accounting officer owned 14,740 shares of the company’s stock, valued at approximately $5,321,434.80. This trade represents a 22.17% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 41,449 shares of company stock valued at $12,336,069. Corporate insiders own 0.36% of the company’s stock.

Analog Devices Price Performance

NASDAQ ADI opened at $318.14 on Wednesday. Analog Devices, Inc. has a 12 month low of $158.65 and a 12 month high of $363.20. The firm has a market capitalization of $155.32 billion, a PE ratio of 58.16, a P/E/G ratio of 1.39 and a beta of 1.00. The company’s 50 day simple moving average is $324.45 and its 200 day simple moving average is $280.92. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.76 and a quick ratio of 1.35.

Analog Devices (NASDAQ:ADI) last released its earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share for the quarter, topping analysts’ consensus estimates of $2.31 by $0.15. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.The firm had revenue of $3.16 billion during the quarter, compared to the consensus estimate of $3.10 billion. During the same period in the prior year, the firm posted $1.63 earnings per share. The firm’s revenue for the quarter was up 30.4% compared to the same quarter last year. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. As a group, equities research analysts forecast that Analog Devices, Inc. will post 7.14 EPS for the current fiscal year.

Analog Devices Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd were paid a dividend of $1.10 per share. This is an increase from Analog Devices’s previous quarterly dividend of $0.99. This represents a $4.40 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend was Tuesday, March 3rd. Analog Devices’s dividend payout ratio (DPR) is 80.44%.

Key Headlines Impacting Analog Devices

Here are the key news stories impacting Analog Devices this week:

• Positive Sentiment: Arete Research upgraded ADI from “neutral” to “buy” and set a $389 price target, citing upside vs. the stock’s current level — a clear catalyst for positive sentiment among growth/value investors. Analog Devices upgraded at Aretes
• Positive Sentiment: Analysts remain bullish on top tech names and highlight ADI among favored semiconductor stories, supporting demand from fund managers and momentum traders. Analysts Are Bullish on Top Technology Stocks: Analog Devices (ADI), TSS (TSSI)
• Positive Sentiment: Fundamentals: Zacks notes ADI’s industrial segment grew ~38% and led revenues, driven by AI-related, automation and energy end-markets — evidence of durable growth that supports analyst upgrades and higher earnings expectations. Analog Devices’ Industrial Segment Picks Up Pace: What Lies Ahead?
• Positive Sentiment: Product/tech visibility: An ADI Fellow will present at ICDT 2026 on display-related semiconductors — a signal of continued R&D/product depth across consumer, automotive and industrial displays that can support medium-term revenue expansion. Analog Devices Fellow To Spotlight Display Technology Role At ICDT 2026
• Neutral Sentiment: Market attention: ADI is appearing on watchlists and “stocks to watch” roundups, which can increase intraday trading volume but don’t necessarily change fundamentals. 4 stocks to watch on Monday: ADI, KO, UPS, SYY
• Neutral Sentiment: Longer-term cash/quality discussions: coverage pieces highlighting cash generation keep ADI on the radar for income/quality-focused investors but are not immediate price drivers. 1 Cash-Producing Stock with Solid Fundamentals and 2 We Brush Off
• Negative Sentiment: Near-term pressure from “AI jitters”: trade write-ups note ADI (and peers) have recently pulled back amid short-term concerns about AI-related demand dynamics and positioning, which can amplify volatility even as fundamentals improve. Buy 2 AI Memory Giants at Lucrative Valuations Amid Solid Price Upside
• Negative Sentiment: Analyst/estimate noise: some headlines highlight recent slumps in ADI share price despite upgrades, underscoring that momentum and sentiment swings (rather than earnings misses) are currently the main sources of downside risk. Buy 2 AI Memory Giants at Lucrative Valuations Amid Solid Price Upside (Zacks)

About Analog Devices

Analog Devices, Inc (NASDAQ: ADI) is a multinational semiconductor company that designs, manufactures and markets a broad portfolio of analog, mixed-signal and digital signal processing integrated circuits. Founded in 1965 by Ray Stata and Matthew Lorber, the company has grown into a leading supplier of components that convert, condition and process real-world signals for electronic systems. Analog Devices is headquartered in Massachusetts and serves customers around the world across multiple end markets.

The company’s product lineup includes data converters (ADCs and DACs), amplifiers, power management ICs, radio-frequency (RF) and microwave components, sensors and MEMS devices, signal chain and isolation products, timing and clocking solutions, and embedded processors and software for system-level design.